Flex Sections

At Filevine, we recognize that not all projects are created equal. For this reason, we have added Flex Sections. Flex sections empower you to choose which Sections, Phases, and Vitals you see as you move a project from open to close. Giving you a completely flexible experience for your unique clients.

Default Section Visibility Types

Flex sections provide you with the flexibility to determine which sections you see and don’t see upon project creation. They also empower you to build out a project template as your case moves toward settlement. Below you will find a description of each visibility option and how they work. These visibility options are Always Visible, Initially Visible, Always Hidden and Initially Hidden.

Always Visible: A section marked Always Visible will always display in each of your projects. You cannot change an Always Visible section's visibility behavior on a Project Level, that must be done from Advanced>Customs Editor. By default, all sections are marked Always Visible.

Initially Visible: A section marked Initially Visible will be visible upon project creation, but can later be marked hidden on a project level by a project admin. The data from a section that is hidden will be excluded from reports and search. If you need the data included in a report, make sure it is visible.

Always Hidden: A section marked Always Hidden will not be visible on a project level throughout the duration of a case. The data from a section marked Always Hidden will be excluded from reports and search. You can change the visibility behavior of a section marked Always Hidden in Advanced>Customs Editor.

Initially Hidden: A section marked Initially Hidden will not initially display upon project creation, but can be made visible by a project admin on a project level.

Changing a Sections Default Visibility in Customs Editor

By default, all of your sections will be marked Always Visible. You can change a sections visibility by going to Advanced>Customs Editor. Once in Customs Editor, follow these steps:

From the Choose a Project Type drop-down, select the project type that contains the section that you would like to change the visibility behavior on.

Navigate to the section that you would like to edit and click on the section name. This will open up the section in edit mode.

From the sections settings header, locate the drop down titled Default Section Visibility. This drop-down appears between Section Selector and Internal Notes.

Click on the arrow to the far right of the Default Section Visibility drop down. This will display the Default Section Visibility options.

Select the visibility behavior that best fits that section. If you are unsure of what each drop down item means, please refer to the Default Section Visibility Types at the beginning of this article.

The final step is to save the section by selecting Save in the top or bottom right-hand corners.

Changing a Section’s Visibility on a Project Level

Sections with default visibility set as Initially Visible or Initially Hidden can be set to hidden or visible on a project level by a project admin.

Create a new project or open up an existing one.

From the project sidebar to the left, locate the Manage Sections option in the bottom left-hand corner.

Select the Manage Sections menu.

From this menu, you will see a list of sections marked Initially Visible or Initially Hidden.

Determine which sections you would like to display or hide.

Navigate to the far right to the Show Section? Column and toggle the sections on or off depending on their current visibility and how you would like them to display in the project.

Select Save. Sections will appear or hide in the project sidebar depending on your selections.

Phase Injections

Phase Injections allow you to select which project phases show based off of which sections display in the project.

Setting up Phase Injections

An Org Admin can set up Phase Injections by going to Advanced>Customs Editor. Once in Customs Editor, follow these steps:

Select a Project Type from the Choose a Project Type drop down.

Navigate to the Phases menu.

Create a New Phase or Select an existing phase from the current list.

An Edit Phase pop up will display.

Locate the “Optional: Only show this phase when the (Choose section) section is visible” search box.

From the Choose Section search box, type in the name of the section that you would like the current phase to be contingent upon.

Select the section from the drop down.

Select Save.

Important Phase Injection information

Phase Injections can only be set up through Customs Editor. The Taskflow advanced tool will link you back to Customs Editor if you would like to add a contingent section.

All Sections can be used for Phase Injections. A phase tied to a Section marked Always Visible will always display. A phase tied to a Section marked Always Hidden will never display in a Project. A phase tied to a section marked Initially Visible or Hidden will display based on the section’s visibility set in a project.

Vital Injections

Vital Injections allow users to determine which vitals display based on a Sections Visibility.

Setting Up Vital Injections

Select a Project Type from the Choose a Project Type drop down.

Navigate to the Vitals menu.

Create a New Vital or Select an existing vital from the current list.

(For New Vitals Only) Select a Field from the field search.

Locate the Visibility (Optional) section.

Search for an existing Section name in the Section Name search box

Select the desired Section. The name will appear in the Section Name field.